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Legal & Finance

Best legal & finance professionals

Browse top-rated legal & finance professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (403) Tax preparation (114) Financial planning (337) Bookkeeping (80) Insurance consulting (81) Estate planning (14)

Top legal & finance professionals

LuxeLogic Tax Suite

LuxeLogic Tax Suite

Tax Return Consult (Zoom)

Virtual Hours:Monday- Thursday 10am-8pmFriday & Saturday 11am-6pm

Starting at
Free
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Ian Webber

Ian Webber

CLIENT MEETING

If you require a meeting and you are on our monthly package you can do so via here.

Starting at
Free
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Alissa Hollinger

Alissa Hollinger

IRS Tax Relief Consultation-Phone Call $495/HR

📌 Ready to Resolve Your Tax Issues? 💡 What You'll Get: 1️⃣ Personalized Assessment: We'll assess your unique situation 2️⃣ Tailored Action Plan: Discover the next steps to take to resolve your tax issues 3️⃣ Expert Guidance: Benefit from our years of experience in resolving tax problems, we’ll give you the insider view of what’s really going on! Schedule a Call Today!

Starting at
$495.00
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Alissa Hollinger

Alissa Hollinger

IRS Tax Strategy Consultation-Phone Call $495/HR

📌 Ready to Optimize Your Tax Strategy? 💡 What You'll Gain: 1️⃣ Personalized Assessment: We'll discuss your unique financial situation to identify potential tax-saving opportunities that may exist. 2️⃣ Tailored Action Plan: Discover the next step to keep more of your hard-earned money. 3️⃣ Expert Guidance: Benefit from our extensive experience in tax reduction and navigating complex matters. Schedule a Call Today!

Starting at
$495.00
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Betsy (Mz. Bee) White

Betsy (Mz. Bee) White

Business Tax Prep

Book a meeting with me for 120 minutes!Congratulations Business Owner!!! Let's get your business organized and structured so that you have no worries.Please bring all documents and identification with you to our in-person or virtual meeting (For virtual meetings, you will receive a Zoom link the day of our meeting). If you have questions as to what to bring please call me directly at (614) 887-7455.Upload all documents to this link prior to our meeting:https://prod.d36vzp9vxgj5wy.amplifyapp.com/...

Starting at
Free
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Shelly Clark, EA - Tax & Business Services

Shelly Clark, EA - Tax & Business Services

Tax Troubles? IRS & State Tax Resolution Appointment

If you have received a letter from the IRS or a state tax authority and need to discuss your options, please use this link to schedule a date and time that works best for you.I understand that unexpected circumstances can arise and appointments may occasionally need to be rescheduled. However, repeated rescheduling impacts availability for other clients. After two reschedule requests, a $50 consultation fee will be required to confirm any additional rescheduled appointment. Thank you for your un...

Starting at
Free
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Aneta Śniatkowska

Aneta Śniatkowska

Konsultacja na temat prowadzenia działalności gospodarczej

Wybierz ten format konsultacji jeżeli masz już działalność gospodarczą lub zamierzasz ją dopiero otworzyć. Podczas konsultacji wytłumaczę Ci prostym językiem o co chodzi w podatkach.Wyjaśnię czym jest księgowość i odpowiem na pytania w zakresie prowadzenia firmy. Po konsultacji otrzymasz ode mnie podsumowanie spotkania.

Starting at
PLN 270.00
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Amilcar Del Villar

Amilcar Del Villar

Free consultations

Let me clarify everything you need to know about your taxes.

Starting at
Free
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Lisa Allen

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at
Free
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Liz Galvan

Liz Galvan

Document Preparation Intake | Preparación de Documentos (Up to 45 min)

🇺🇸 EnglishDocument Preparation Intake AppointmentThis appointment is for clients who are ready to begin their document preparation services.Please reserve up to 45 minutes for your appointment. The actual time will depend on the document(s) being prepared. Some services, such as a deed or Homestead Declaration, may take less time.I’ll walk you through the process and collect the information needed to prepare your documents.If you are preparing a Trust or Will Package, please have the following i...

Starting at
Free
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Ensure Benefits

Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at
Free
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Michelle Salinas

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at
Free
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Ireen

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at
$195.00
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Humberto Fuenmayor

Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

Starting at
Free
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John Sim

John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Starting at
Free
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Nichole Shelton JD MBA MSCTA

Nichole Shelton JD MBA MSCTA

Quick question / need advice

This type of appointment is for someone who just wants some quick advice. This is typically via phone call (but can be by Zoom.) In person appointments are not booked here!! Once you book, if you need to change your preference, you can let us know. We do our best to accommodate.Times outside what you see available get and in-person meetings are both available on a case-by-case basis, based on her personal availability and discretion. If you desire an alternate time or in person meeting, email ni...

Starting at
$100.00
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Yannick Schwartz

Yannick Schwartz

GmbH kaufen oder Firma sauber verkaufen

In diesem 1:1 Gespräch klären wir gemeinsam, wie du ohne Papierkrieg, ohne Chaos und ohne böse Überraschungen deine GmbH übernehmen oder deine bestehende Firma sauber verkaufen kannst.In ca. 30 Minuten bekommst du:eine ehrliche Einschätzung, ob ein GmbH-Kauf, eine Übernahme oder ein Verkauf in deiner Situation sinnvoll ist.einen klaren Überblick, wie der Prozess mit Firmando konkret abläuft.eine realistische Zeitlinie, wie du innerhalb von 24–48 Stunden nach Notartermin geschäftsfähig sein kanns...

Starting at
Free
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Inc. to Inc. Justice Hub

Inc. to Inc. Justice Hub

Smart Justice Partnership: (Attorneys Only)

ATTENTION SMALL FIRM and LARGE FIRM ATTORNEYS: Elevate Your Practice with a Strategic Partnership from Smart Justice ConsultingInc. to Inc./Smart Justice Consulting, is offering exclusive Attorney Partnership Meetings for small firm attorneys seeking innovative ways to expand their client services, meet court expectations, and enhance public safety outcomes.Through a donor-supported and vendor-based partnership, we deliver critical services that complement your legal practice, including:Customiz...

Starting at
Free
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Inc. to Inc. Justice Hub

Inc. to Inc. Justice Hub

Smart Justice Consultation (60 minutes)

Smart Justice Onboarding Consultation!Welcome to your 1-hour onboarding session, designed to set the foundation for your journey toward a second chance. During this empowering session, we will:Welcome introduction to Smart Justice Consulting ServicesComplete the onboarding packet.Process or schedule your payment for retainer.Assign your dedicated Justice Coach.PAYMENT ISSUES: Please Call 813-934-0957 or email: [email protected] with any issues.LOCATION OF MEETING:(Only if meeting in-person)9000...

Starting at
$250.00
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Inc. to Inc. Justice Hub

Inc. to Inc. Justice Hub

Probation Coaching

Master Your Probation with Smart Justice Consulting's Probation CoachingNavigating probation can be challenging, but you don't have to do it alone. Our probation coaching service offers the expert guidance and support you need to successfully complete your probation period. We help you understand your obligations, develop effective strategies to comply with conditions, and overcome any obstacles that come your way.Book your probation coaching session today and take control of your journey to fre...

Starting at
$175.00
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Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

Some legal & finance providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for legal & finance providers is 4.8 out of 5.

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